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Dedicated Account Specialist
Dedicated Account SpecialistThe Standard • Concord, CA, US
Dedicated Account Specialist

Dedicated Account Specialist

The Standard • Concord, CA, US
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The Standard Client Management Role

The next part of your journey is right around the corner with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

This is a dedicated Client Management role supporting a specific National Account policyholder on behalf of The Standard. You'll partner directly with the client's HR, Benefits, and Payroll teams to administer group Life, Disability, Voluntary, and Absence contracts. You'll serve as the primary liaison between the employer and The Standard, helping employees understand their coverage and benefits, resolving inquiries, and managing claims processes. Your attention to detail, customer service mindset, and background in disability and absence management will be key to success in this role.

Candidates working Pacific or Mountain time zone hours are highly preferred.

Key Responsibilities

  • Serve as the main point of contact for the policyholder and their employees
  • Respond to inquiries related to claims, coverage, premiums, and contract details
  • Independently manage claim processes, including death claims and employee support
  • Provide reporting on claim status and Evidence of Insurability
  • Maintain and protect sensitive employee information
  • Build strong relationships with HR, Benefits, and Payroll teams across the client's locations
  • Collaborate with internal departments to resolve administrative inconsistencies and improve plan performance
  • Contribute to process improvements and special projects that enhance the customer experience
  • Participate in initiatives related to the policyholder's life and disability plans
  • Support retention efforts through responsive communication, problem resolution, and professional negotiation

Skills and Background You'll Need

  • Ability to plan and organize work to meet changing priorities and diverse customer needs
  • Strong verbal and written communication skills, with demonstrated empathy and discretion
  • Analytical skills to interpret and apply benefit contract provisions to complex situations
  • Proven ability to manage multiple tasks across business units and deliver timely, thorough responses
  • Customer service mindset with the ability to handle sensitive leave and disability situations
  • Experience developing effective business relationships and communicating with diverse audiences
  • Union experience is helpful
  • Preferences and Requirements

  • Education :
  • High School Diploma required

  • Bachelor's degree in Business or related field preferred
  • Experience :
  • 34+ years of progressive experience in group insurance administration, with emphasis in disability, absence management, claims, or account management

  • Experience with FMLA, STD, LTD, and life insurance (employer, brokerage, or carrier)
  • Software Skills :
  • Proficiency in Microsoft Excel

  • Experience with Workday, ServiceNow (or other case management systems), and Salesforce preferred
  • Certifications :
  • FMLI or CEBS certification preferred

  • Life and Disability insurance license preferred
  • Regulatory Knowledge :
  • Ability to interpret federal, state, and local leave regulations

    Why Join The Standard?

    We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect :

  • A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
  • An annual incentive bonus plan
  • Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually PTO increases with tenure
  • A supportive, responsive management approach and opportunities for career growth and advancement
  • Paid parental leave and adoption / surrogacy assistance
  • An employee giving program that double matches your donations to eligible nonprofits and schools
  • In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

    The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

    Salary Range : $64,250.00 - $94,000.00

    Positions will be posted for at least 5 days from original posting date.

    Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action / Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

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